Smartsheet

Estimated reading: 3 minutes

Overview

AFI sends form submissions to Smartsheet as new rows. Connect your sheet once and every matching form submission, order, or user signup will append a fresh row with the fields you map.

Supported features

  • Add New Row — appends a row to a specific Smartsheet sheet.
  • Maps any sender field, special tag ({{_date}}, {{_user_ip}}…), or UTM tag into Smartsheet columns.
  • Works with all sender platforms supported by AFI.
  • Conditional Logic — only add the row when the submission matches your rules.

Authentication — generate an API Access Token

  1. Sign in to your Smartsheet account.
  2. Click your profile icon (bottom left) → Personal Settings → API Access.
  3. Click Generate new access token, give it a name like “AFI WordPress”, and copy the token. Smartsheet only shows the token once — store it somewhere safe.

How to connect Smartsheet in AFI

  1. In WordPress, go to AFI > Settings > Smartsheet.
  2. Paste your access token into the API Token field and save. AFI will validate it against the Smartsheet API.

How to create the integration

  1. Go to AFI > New Integration.
  2. Select your sender (e.g. Contact Form 7, WooCommerce) and the form/event to listen on.
  3. Receiver: Smartsheet. Task: Add New Row.
  4. Pick the Sheet you want to write to. AFI fetches the list of sheets in your Smartsheet account using the token you saved.
  5. AFI then reads the column list of that sheet. Map each sender field to the matching Smartsheet column. Leave columns blank to skip them.
  6. Optional: add Conditional Logic.
  7. Save and run a test submission.

Notes & caveats

  • Token scope. The token can read and write every sheet the issuing user can access. For shared workspaces, create the token from a service-account user with access only to the destination sheet.
  • Column types matter. Smartsheet rejects rows where a value doesn’t match the column’s type — e.g. a non-date value sent into a Date column. Use special tags like {{_date}} to feed Date columns, or format the source field correctly on the sender form.
  • Dropdown / picklist columns only accept values that exist in the picklist (unless the column is set to allow free entry). Make sure the value you map exactly matches one of the options.
  • Rate limits. Smartsheet’s free API allows ~300 requests per minute per access token. If you have very high-volume forms, enable AFI’s background queue (Settings → General).
  • Debugging. If a row doesn’t appear, check AFI > Log. The Smartsheet response is logged verbatim and will tell you exactly which column rejected the value.

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